Hello fellow server nerds

We use custom encrypted macros to get the active gallery user that is running the workflow.  These use a MongoDB tool to map the __UserID to the resulting name.  We encrypt them so we can distribute the macro to the users without giving them access to the server MongoDB.  

Does any one know if the MongoDB password persists through a Server upgrade?

Dan

Hi All,

I am one of many users on data teams who use Alteryx at my company. The team I am on consists of five users, down from six. We have fifty-plus workflows published and running in our team collection. 

The user we recently lost published many of our workflows. Now we have to manage updates to them all. To do this I've documented ten steps to make these changes and most of those are simply to take over another user's workflow. It would be about three otherwise. Doing the math, this is over 500 steps to make relatively simple updates (updating a server path in one tool for each). This should be, at the worst, 150 total. We could even devise a plan to automate this update and make it even easier/faster, but the additional server steps cannot be addressed by us.

We want to ensure that others who can access our workflows and possibly edit them if we're not available. We do not want to use the current process which involves

1. Opening from server in Designer
2. Writing down current refresh schedule
3. Change / test locally
4. Delete the existing schedule
5. Asking IT to delete existing version
6. Saving the updated workflow to the server
7. Adding to the collection
8. Testing/validation on server
9. Re-Scheduling
10. Adding the schedule

This should be as easy as or simpler than:

1. Open from server
2. Change / test
3. Save to server
4. Test/validate

 All of our other applications follow the second, shorter path, sometime enabled by using a service account what all members can publish with. 

How do we do this?

Thanks

Hi, everyone. I would like to ask some help on running a VBA script from the Gallery. Originally it was stored locally and executed through Alteryx Designer - which has access to local applications such as Microsoft's. Since the process is moving to Gallery, it's running in the server, therefore, there's no  access to the local applications. The script is being attrached to the workflow, in order to upload the workflow along with the script to gallery. Aditionally, I just consulted this to some AIs which say even though it's possible to do this theoretically, in practice is not recommended. Has anyone tried this this before? Any suggestion? Thank you in advance.

EDIT: Workarounds on how to access the local apps through the gallery or other are welcomed.

Hello All,

we have created workflows where we are creating output files in sharepoint from input files. we are sending these output files through email to recipients. 
we are grouping files based on subject lines. so email tool should seperate email for each subject line and attach files assigned to that subject line. 

When we tested this in Alteryx designer, email tool sends email for first row where all three attachment was available and it did not send email for second row 

where one attachment is missing. Please refer below screenshot.

But when same workflow published to Alteryx server with same use case, first row has all attachment and second row has one missing attachment. and workflow ran on server, it did not send email for second row(which is correct) but also not sent email for first row(ideally it should be sent as per designer results).

Can someone please clarify what is the reason for this different behaviour in designer and server.

Hello Alteryx Community,

We recently began transitioning our workflows to Server, and I’ve been able to successfully save most of them. However, I’m running into an issue with one specific workflow. When I attempt to save it to Server, I receive the following error: “Workflow was not saved due to Illegal characters in path.”

Initially, I thought the issue might be related to special characters in the workflow name. I changed it from:

SS_1_Culinary Step 2&3_12.22.25 to SS_1_Culinary Step 2_3_12.22.25 

Unfortunately, I am still receiving the same error.

I also came across suggestions that this could be related to output configurations, specifically if the output paths do not include the

 ||| syntax. I did notice that some of my CSV outputs do not include ||| but I’m not entirely convinced that’s the root cause.

Has anyone experienced this issue before? If so, how were you able to resolve it? Any guidance or troubleshooting suggestions would be greatly appreciated.

Thank you in advance!

Currently, in Alteryx Server, only Curators (Admins) have the ability to create and manage Gallery Groups. While this works for governance, it creates operational challenges when business teams need to manage user access dynamically.

In our use case, groups are being used to control access to DCM (Data Connection Manager) connections. However:

• Business users cannot manage group membership
• Every user addition/removal requires Admin intervention
• This creates delays and increases dependency on Admin teams

Problem Statement

This limitation defeats the purpose of using groups for scalable access control because:

• Access management is not decentralized
• Admins become a bottleneck
• It does not align with real-world business ownership models

Proposed Enhancement

Introduce the ability to:

1. Assign Group Owners (Non-Admin Users)

• Similar to Collections
• Group owners can:
  • Add/remove users
  • Manage membership

2. Delegate Group Management Permissions

• Allow Admins to:
  • Create groups
  • Assign business owners
• Owners manage users without full admin rights

3. Optional: Azure AD / DL Integration

• Sync groups with:
  • Azure AD Groups
  • Outlook Distribution Lists

 Benefits

• Eliminates Admin bottleneck
• Enables self-service access management
• Aligns with enterprise RBAC models
• Improves operational efficiency
• Better adoption of DCM and group-based security

Hi Community!

I am running into a runtime error where server cannot locate a macro that is within a macro.  

When I save the workflow to the gallery, I confirm the parent macro is selected as a workflow asset but do not see an option to also select the child macros within. 

Has anyone ever experienced this? What are some ideas or solutions you have seen?

Thanks in advance!

Hello, 

I have an error occurring on an Alteryx Server (please see screenshot) were there is a parsing error at a filter tool. This is causing the workflow to finish with errors, but it should be sending out an email notification, and it is not.

This parsing error is not occurring on the desktop version of the workflow because there is a select tool changing those columns to doubles which allows the > operator to be used.

I am not sure what could be causing this as it seems like it would be a simple error to fix if it wasn't already changed in the workflow.  Has anyone seen an issue like this? 

Hi everyone,

I'm encountering an issue related to a topic that has been discussed in several posts here. However, none of them have fully addressed my specific question.

My use case is quite straightforward:

• There's a workflow that generates an Excel file
• I'd prefer not to output the file directly to the server (to avoid overloading the MongoDB)
• Instead, I'd like to display a message to the user with a link to the file, which would be saved on a private NAS

Note: I'm aware of the email option, but I cannot use it (due to company policy).

Does anyone have any suggestions on how to achieve this?

Thanks,

CR

Hi,

I'm a Curator and trying to get a list of jobs on the Gallery and cancel any jobs running or in the queue longer that x seconds.  I'm trying to use the GET /v3/jobs/{jobId} endpoint from Swagger, but I am getting an Access Denied error.  Our server version is 2024.1.1.282 Patch: 11

I've also tried GET /v1/jobs/{id} and get the same result.

I found the "Cancel_Manual_Job_v2" workflow and after setting up AlteryxGallery and AlteryxService I get 405 Method Not Allowed.

Hi All, 

I'm looking to generate a list of workflow in each collection level. 

How to generate and what is the process to create a workflow?

Hi community,

I noticed that when our org. switched from Alteryx 2023 to 2024.2, the standard output tools write 0 records to output files when the workflow runs in gallery using scheduler. The same workflow when runs with a click on 'run' button in gallery I don't see the 0 records issue. This is even happening with Tableau output, the dashboard data wipes out. This happens with or without AMP engine enablement.

Do you have any explanation and solution for this? 

P.S.This weird behavior happens only for scheduled runs. 

Hi all, I’m running into issues starting Alteryx Server after upgrading from 2025.1 to 2025.2. We’ve historically upgraded from 2022.2 through 2024.2 and then 2025.1 without issues, but this version is stuck. The logs indicate that the embedded MongoDB service cannot start. Has anyone encountered this or knows a fix?

{"error":"UPGRADE PROBLEM: Found an invalid featureCompatibilityVersion document (ERROR: Location4926900: Invalid featureCompatibilityVersion document in admin.system.version: { _id: \"featureCompatibilityVersion\", version: \"6.0\" }. See https://docs.mongodb.com/master/release-notes/7.0-compatibility/#feature-compatibility. :: caused by :: Invalid feature compatibility version value '6.0'; expected '7.0' or '7.3' or '8.0'. See https://docs.mongodb.com/master/release-notes/7.0-compatibility/#feature-compatibility.). If the current featureCompatibilityVersion is below 7.0, see the documentation on upgrading at https://docs.mongodb.com/master/release-notes/7.0/#upgrade-procedures."}}

Hi all!

I would like to publish my workflow which uses macros to Alteryx Server.

I have read in previous posts that it is necessary to select the macro via "Manage Workflow Assets". 

Which steps do I need to take in order to make it possible that someone can actually execute the workflow on Alteryx Server (meaning the blue "Run" button is available)? So far it is not possible.

I really appreciate any help that you can offer!

Many thanks in advance and kind regards

Kim

Hey Everyone, 

I seem to have a strange situation I can't figure out. I have a somewhat complex workflow that grabs data from multiple locations, does a lot of transformations, and outputs the data into 2 tsql tables (using delete and append). 

The issue is that when I schedule this job on the server, it runs but truncates the tables, so no data. When I troubleshoot this by running the EXACT same workflow manually (also on the server), it runs totally fine and loads the tables as expected. Note that I've tried multiple schedule times over the course of several days - all end in the same result (truncation). 

Any ideas as to why this is? The scheduled jobs don't look to be returning an error so it's difficult to troubleshoot. 

Thanks in advance 

It would be great if you could overwrite an existing workflow when saving to the gallery from designer. It could be a simple popup with a yes/no option to overwrite/save a new copy. Currently, you would have to

1) Save your workflow to the Gallery.

2) Click on ok and be taken to that workflow.

3) Go back to your private studio.

4) Search for the app you want to replace.

5) Realize you have 7 copies of the same workflow with the same name and try to determine which one you want to replace. (this could just be a "me" problem)

6) Select that app

7) Click on replace workflow.

😎 type the name of the workflow in the box.

9) Look through your list of 7 workflows and choose the one that was just uploaded. Usually the first in the list I think.

10) Lament that it took way too many steps.

I recognize that you can open workflows from the gallery in designer which does allow overwriting, but I've run into issues with 1) external dependencies not working as expected (ie packaged assets don't quite work the way I want) and 2) about half the time it will simply give you root errors and then your only option is to save to a folder and then go through the process above.

I have a workflow which is working on my local desktop and server seamlessly. When I downloaded from my server for a enhancement, and when trying to re-upload, it's giving error.

'No incoming metadata from one or more upstream tools. Check the input data and run the workflow again'

My both inputs ( 1 is .yxdb and other is a database query), both have data and both's metadata and their data type are same.

I have seen a similar post in community, where the reason was because of a disabled tool container. It's not the same in my case, even I have removed it to test, but still it's failing for both he Union tools.

Table of Contents

Why DCM?Alteryx OneCore ConceptsJourneys by PersonaGallery AdminsWorkflow Builders (Developers)ConnectorsAdvanced TopicsIntegrating Secrets and APIsMigrating Legacy Data ConnectionsTroubleshootingSchema/validation issuesServer/auth issuesNeed Help?

Why DCM?

Below is how most organizations currently connect to data: Individual connections per data source, per user, per workflow.

Now, let's see how most organizations want to connect to data: A secure, governed, centralized hub where access can be provisioned:

By configuring connections once and syncing them with Server or the Alteryx One Platform, admins eliminate credential sprawl, reduce errors, and enforce governance. Users can then consume shared connections without direct credential access, simplifying onboarding and maintenance while strengthening security. Logging and handling rules further give admins the oversight needed to keep environments consistent and reliable.

DCM streamlines how you work with data in Alteryx. By storing your credentials securely, linking them to your data sources, and enabling safe sharing across your team, it ensures that access to data is both seamless and governed. With DCM, you set things up once and reuse them everywhere.

Example DCM end-user setup

Alteryx One

Alteryx One expands the capabilities of Desktop Designer into the cloud, including the ability to build, orchestrate, and run your workflows in the cloud. For customers who choose a hybrid approach, they can continue to use the Desktop Designer client they know and love and automate those workflows at scale in the cloud. In order to take advantage of this functionality, DCM is required to ensure that credentials are securely stored and accessible.

Core Concepts

At its heart, DCM is built on three building blocks: credentials, data sources, and connections.

• Credentials: The secure keys that unlock your data.
• Data Sources: The systems and platforms where your data lives.
• Connections: The bridges that link credentials to data sources so you can query them in workflows.

It is essential to determine your organization or individual team’s strategy around creating these connections – some organizations or teams prefer a self-service models, while others are connecting to more sensitive data that may require more centralized control. The section below includes details and resources to help you determine the DCM strategy that fits you best.

Working with credentials also requires a strategy—review this knowledge article on Implementing Credential Execution Strategies with DCM to understand connection sharing models and more.

A list of supported data sources can be found in the help docs here.

For an in-depth walkthrough on connections, check out the article Sharing and Syncing DCM Connections.

Permissions and ownership are also central concepts. They determine who can use, share, or edit a connection

Journeys by Persona

Sharing responsibly is key to scaling DCM. Implementing Data Connection Manager into your Governance Model provides comprehensive governance strategies for Admins, Developers, and Viewers.

Aspect	Autonomous             Governance	Democratic      Governance	Centralized      Governance
DCM Assets Created By	Users with unrestricted access	Trusted Developers and/or Admins	Admins only
Credential Sharing	Enabled for collaboration and execution (Server only)	Enabled for collaboration and execution	Execution-only via Connection Handling Rules
Oversight	Not centralized; users manage their own connections	Admins monitor usage and configure connection handling as needed	Full admin control over creation, sharing, and usage
Suitable for	Development environments, small functional deployments	Regional or semi-autonomous teams, controlled deployments with user flexibility	Highly regulated industries (healthcare, finance, government)

Gallery Admins

Admins are responsible for setting up and maintaining the DCM environment. Learn how to configure and synchronize it here: Setting Up the DCM Environment and Syncing with Server.

Workflow Builders (Developers)

Developers can build workflows with shared connections and upload confidently using DCM: Developing Designer Workflows with Shared Connections and Uploading Them to Server.

This guide on Setting Up DCM Connection Handling Rules provides a solid foundation for managing rules and ensuring workflows connect consistently to data.

Connectors

To set up DCM for a connector for the first time as an end user, follow this video walkthrough:

Hi everyone. I'm running Alteryx Designer 2024.1.

I was trying to use the AlteryxEngineCmd.exe from the commandline but I was informed that I'll need the Engine API license.

Run Workflows via Command Line (alteryx.com)

Am I required to run an Alteryx Server in order to use the AlteryxEngineCmd.exe or can I just purchase the 'Engine API' license for my Alteryx Designer?

The Alteryx Server is an overkill for my environment.

Appreciate your advice.

- Dennis

Dear Alteryx Community,

I've been using DCM for quite some time.  It will fail intermittently without reason and I have to add a new connection (sometimes a new tool works but recently an entirely new connection had to be added and shared with users via server sync).  In the most recent event, we decided to try service principal.  Our IT dept provided the Client ID, Client Secret, and Tenant ID and completed the necessary steps to make this work using Alteryx documentation.  I tested by adding the Sharepoint input tool to my canvas using my local Designer machine and connected using the necessary ID's.  Unlike DCM, I have to add the file path instead of being able to select site, library, etc (not desirable but works).  After adding the file path, I see the files I want to download locally.  When I ran the flow (flow#1) on my local machine it was successful.  Flow#1 was saved to shared network path.  I notice that when I close the file and reopen on my local machine, and if I click on the input tool, the connection is missing.  When I close the flow#1, that just worked in my local designer and then go to the server machine and open designer, open the flow#1 that was saved from my local machine and run, I get the error "failed to authenticate".  Now, on the server machine, I open a new canvas (flow#2) and get the sharepoint input tool and enter the same ID's, it will run just fine, just like flow#1 did on my local machine.  I save this with a new name flow#2 to the same network path, then go to my local machine, open flow#2, get error "failed to authenticate".  Not sure if this is relevant but when I click on the tool, where I mention the connection appears to be lost, the ID's I see are no where close to what I entered.  I should also note that both machines use the same versions of sharepoint input tools and designer versions.

While I see "failed to authenticate" in the community related to Sharepoint, if DCM has been working all along why would registry matter?  Furthermore, why does it work when the connections are created on the machine and not where it is shared?  Isn't that the whole point of both DCM and Service Principal?  Please help as this is very frustrating.  My ultimate goal is for this to run in the gallery but if it won't run in Designer on server machine, it will not run in gallery.

AuditBoard allows the installation of Alteryx services to allow connection to Alteryx Server.  I am curious if anyone has had success in making the connection with AuditBoard?  I receive instant error messages that credentials are not valid.  I am not seeing any other logs/details that allows me to determine the root cause for the error.  Any insight on how to successfully integrate Alteryx with AuditBoard would be greatly appreciated.

Thanks

Jeff

Hello,

We have a Controller and a Worker node. Can anyone explain why the alteryxservice would just stop on its own?  I logged in this morning and see a bunch of jobs in the queue and none running.  I have an automation that runs on that worker every 2 hours, I checked it and the last time I see it completed was 1/17 at 7:04pm.

I went into the worker and checked Services and saw that the alteryxservice was stopped and I had to start it.

Has anyone run into this issue before? If so, what was the fix?

Workflow created in designer with input and output file location specified. Saved it to server.

When i run them from server it automatically goes to _Externals...

Why is it not writing to the specified folder?

Hello,

I've created a workflow that compiles a month's daily files into a monthly snapshot. The files all come from one location and follow the same structure (all the fields are the same) but when I tried to use an input tool, after the first file is read, all the remaining files in the folder are skipped over as they have "a different schema than the first file". I've checked and all the files look the same. So after doing a bit of research, I found a thread in this community talking about Dynamic Input (https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Knowledge-Base/The-Ultimate-Input-Data-Flowchart/ta-p/20480) which I found helpful. I downloaded the batch macro from that forum and it worked well in designer.

I was able to finish the workflow and then I uploaded on the Server so it didn't have to be ran manually. Though when I try running it on a server, I get an error and the flow stops. The error I get is: 

"Cannot find macro "C:\WINDOWS\Temp\1\Staging\.........\_externals\1\Batch Correct.yxmc".

I'm assuming that it has to do with the location of the batch macro, but I'm at a loss on how to resolve this. I tried to copy the batch macro and save it in a new location, and I inserted that macro in the workflow instead, but then the workflow wouldn't work properly (the files that I'm compiling didn't feed in) in Designer or on the Server.

Any help would be greatly appreciated.

Hello,

I am running Alteryx Designer 2018.4.5 and testing out the Publish to Tableau Server tool for the first time.

I am able to drop the tool into my workflow, set up a successful connection to my organization's Tableau Server, and configure the data source.  I select an appropriate Project Name from the list, enter a new Data Source name, and choose "Create" "Tableau Hyper Data Extract" for the other options.

When I am through, I deselect the tool, but a red warning still appears that says, "Select an existing Project".  I already did select one, one that I've published to many times before, but I try to re-engage the tool all the same.  I select the tool, and when I do, the Configuration Window has a spinner suggesting it is loading something... and never ceases.   No matter how long I wait, the tool will not cease loading to allow me to make any revisions to it.  This is true if I de-select the tool and re-select it at any stage in the dev process - the only solution I have uncovered is to delete the tool from the workflow and reintroduce it.

I've attached a screenshot of the spinner.  Any support on why the Publish to Tableau Server tool doesn't recognize existing projects, or else why I can't reengage with it after deselecting it one time would be most helpful.

Thanks

Below is the screenshot. I don't have any questions and there are no interface tools. Not sure why I am not able to run the workflow in server. Its showing server failed to run. I was able to validate and load to server without errors and Inputs and output configurations are perfect.  Please guide me 

Being able to schedule workflows based on formulas/logic for example first monday of a month or last day 

There was an unknown error executing the application. The engine reported status Error (ToolId: -1)

Hi everyone, I need your help on this specific error that happens when I run a saved Alteryx application on the Alteryx Server. As far as I have researched, it is a silent failure of the Alteryx engine that cannot be tracked back to a specific tool ID, so I am kindly asking if there is anyone who met with a similar problem and managed to go through it.

Thank you!

Hi

I am trying to delete former colleagues from our alteryx server via the Alteryx Server API.

It works for some, but not all user. 

I've read about the bug in former versions, but I am using 2023.2.1.308, where this shouldnt persist. 

Anyone able to help with this or shed some light on my persistent issue? 

Thanks in advance